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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,710 | $103,387-62.6% | $87,102-55.6% | $152,885-74.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.79% | 28.10%-5.3pp | 28.19%-5.4pp | 345.39%-322.6pp |
| Employer contribution / active EE | $3,864 | $3,221+20.0% | $2,521+53.2% | $4,763-18.9% |
| Participant deferral / active EE | $6,011 | $4,778+25.8% | $4,048+48.5% | $5,851+2.7% |
| Admin fee / account holder | $42 | $12,193-99.7% | $7,491-99.4% | $11,598-99.6% |